DUK icon

Duke Energy
DUK

Overview Fund Activity

1,808 hedge funds and large institutions have $47.2B invested in Duke Energy in 2023 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 794 increasing their positions, 638 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,808
Holders Change
-20
Holders Change %
-1.09%
% of All Funds
28.94%
Holding in Top 10
16
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
138
Increased
794
Reduced
638
Closed
111
Calls
$604M
Puts
$326M
Net Calls
+$278M
Net Calls Change
-$13.2M

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$152M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$131M
3
GLA
Great Lakes Advisors
Illinois
+$98M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$93.6M
5
ZP
Zimmer Partners
New York
+$79.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$399M
2
Capital World Investors
Capital World Investors
California
-$394M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$189M
4
State Street
State Street
Massachusetts
-$130M
5
Barclays
Barclays
United Kingdom
-$48.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
751
Voya Financial Advisors
Connecticut
$1.24M -$140K -1,455 -10%
MC
752
Machina Capital
France
$1.23M +$1.23M +12,800 New
IW
753
Imprint Wealth
South Carolina
$1.23M +$1.23M +12,784 New
HT
754
Heritage Trust
Oklahoma
$1.23M -$34.4K -357 -3%
HH
755
Hilltop Holdings
Texas
$1.23M +$97K +1,006 +9%
PJSIMP
756
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.23M -$23.1K -232 -2%
BTWM
757
Baker Tilly Wealth Management
Wisconsin
$1.23M +$154K +1,599 +14%
BTI
758
Blue Trust Inc
Georgia
$1.22M +$47.5K +461 +4%
DWM
759
Dakota Wealth Management
Florida
$1.22M -$1.74K -18 -0.1%
VF
760
Virtu Financial
New York
$1.22M +$1.22M +12,621 New
GSB
761
Greenfield Savings Bank
Massachusetts
$1.22M -$3.76K -39 -0.3%
LC
762
LCNB Corp
Ohio
$1.22M -$4.82K -50 -0.4%
FCM
763
Fourpath Capital Management
Oklahoma
$1.21M – – –
SLI
764
Sumitomo Life Insurance
Japan
$1.21M -$12.5K -130 -1%
AO
765
Advisor OS
Illinois
$1.2M -$59.7K -619 -5%
ICG
766
InterOcean Capital Group
Tennessee
$1.2M +$53.5K +555 +5%
IFU
767
iSAM Funds (UK)
United Kingdom
$1.2M +$269K +2,786 +29%
BC
768
Brookfield Corp
Ontario, Canada
$1.19M +$1.19M +12,381 New
NFC
769
Northeast Financial Consultants
Connecticut
$1.19M – – –
MHS
770
M Holdings Securities
Oregon
$1.19M +$12.1K +126 +1%
MLA
771
My Legacy Advisors
Oregon
$1.19M +$71.9K +725 +6%
GFS
772
GYL Financial Synergies
Connecticut
$1.19M +$1.19M +12,293 New
WDG
773
Wealth Dimensions Group
Ohio
$1.18M -$14.6K -151 -1%
SC
774
Sawyer & Company
Massachusetts
$1.18M -$5.35K -54 -0.5%
CA
775
CGN Advisors
Kansas
$1.18M +$98.8K +1,024 +9%
29 30
31
32 33